Major changes needed to pension IHT plans to make them ‘fair’
Former pensions minister and LCP partner, Steve Webb, is calling for major changes to plans for pensions to…
800 advice firms among 8,000 companies de-authorised by FCA
Almost 8,000 firms have been de-authorised by the Financial Conduct Authority over the past eight months, including 800…
How ChatGPT made one wealth adviser feel ‘replaceable’
James Taylor, wealth adviser at Compound Planning, said he felt “replaceable” after ChatGPT did a “good job” of…
Crawley, Slough and Cambridge: the top three towns for adviser pay
The south-east, Cambridgeshire and the north-west of England are strong contenders for the highest average salaries for financial…
Advisers warned not to put all ‘eggs in one basket’ with IHT planning
Having good communication skills will “really pay off” for advisers when it comes to discussing upcoming changes to…
‘We take everything a financial adviser does and fully automate it’
“I saw a gap in the market to take everything that a financial adviser does and fully automate…